Pension & Savings
Defined benefit (DB)
Defined contribution (DC)
Employee retirement planning
Profit Sharing Plan
Cash Balance Plan
I have over four decades of experience in qualified and non-qualified pensions/savings as well as plan design, estate, business continuation, and distribution tax planning. I have worked with accountants, attorneys, business owners, small and large business groups, human resources personnel, and many others
2005- Connie Murdoch award from Small Business Council of America for years supporting business interests.
Four congressional testimonies, articles in various trade journals.
The three times I was appointed as a delegate to national retirement summits in Washington, DC.
Pension/savings, estate, business continuation, and distribution tax planning.
I sing in the chorus of the Vermont Philharmonic and was a disc jockey in college.
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